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UBS AM

UBS AM Portfolio holdings

AUM $481B
1-Year Est. Return 26.42%
 

UBS Asset Management (UBS AM), a division of UBS Group AG with origins tied to the bank’s founding in 1862, is headquartered in Zurich, Switzerland, and manages hundreds of billions in assets for institutional, intermediary, and wealth management clients globally. Specializing in a broad range of investment strategies—including equities, fixed income, multi-asset, alternatives, and sustainable investing—UBS AM leverages the firm’s extensive research capabilities and global network to deliver tailored solutions. Known for its focus on risk management and innovation, it offers products like ETFs, index funds, and private market investments, catering to diverse needs from pension funds to high-net-worth individuals. As part of UBS’s broader ecosystem, UBS AM combines Swiss precision with a commitment to ESG principles, solidifying its position as a leader in the asset management industry.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.2B
AUM Growth
-$1.48B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,751
New
Increased
Reduced
Closed

Top Buys

1 +$235M
2 +$176M
3 +$150M
4
CB icon
Chubb
CB
+$107M
5
UAA icon
Under Armour
UAA
+$100M

Top Sells

1 +$221M
2 +$133M
3 +$122M
4
AAPL icon
Apple
AAPL
+$122M
5
NKE icon
Nike
NKE
+$116M

Sector Composition

1 Healthcare 15.48%
2 Technology 14.7%
3 Financials 13.4%
4 Consumer Discretionary 10.5%
5 Communication Services 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
-502,907
2627
-12,099
2628
-10,100
2629
-10,900
2630
-7,400
2631
-5,900
2632
-9,700
2633
-10,600
2634
-10,800
2635
-38,065
2636
-264,825
2637
-94,881
2638
-24,399
2639
-269,274
2640
-80,442
2641
-88,198
2642
-17,633
2643
-21,516
2644
-14,699
2645
-73,694
2646
-18,798
2647
-788,173
2648
-27,096
2649
-113,011
2650
-24,498